A tech investment strategy to safeguard against potential Nvidia earnings letdown
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy NET?
Source: CNBC
Market Context: The article discusses the current market volatility and investor sentiment ahead of Nvidia's Q3 earnings report, highlighting concerns over a potential government shutdown and the impact of recent market events.
Nvidia Earnings Expectations: Nvidia is expected to report significant growth in earnings and revenues, with GAAP quarterly earnings projected at $1.20 and revenues at $59.98 billion, raising questions about how the stock will react post-announcement.
Hedging Strategy: Inside Edge Capital is implementing a QQQ put spread hedge to protect client portfolios, with specific strike prices and potential maximum gains outlined, reflecting a proactive approach to managing risk.
Investment Advisory Disclaimer: The content emphasizes that the opinions expressed are those of the author and do not constitute financial advice, urging readers to consult their own financial advisors before making investment decisions.
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Analyst Views on NET
Wall Street analysts forecast NET stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NET is 253.24 USD with a low forecast of 131.00 USD and a high forecast of 318.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 163.050
Low
131.00
Averages
253.24
High
318.00
Current: 163.050
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. Its full suite of products consists of its website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs); its secure access service edge (SASE) platform, which contains its suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with its Connectivity Cloud; its developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and its consumer offerings. Its website and application security product offerings include Web Application Firewall, Bot Management, Distributed Denial of Service Protection, API Security, SSL/TLS Encryption, Script Management, and Security Center.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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